Investment Q&A

Q: Comments on Q1 results?
What is the distribution ratio?

Q: Hello 5i Team
Northview REIT (NVU) has issued the Management Information Circular for the proposed takeover of NVU by Starlight and Kingsett Capital at a price of $36.25.
Please advise on the following questions:
1 - As no other offer came forward during the go shop period, I am assuming the $36.25 per unit offer will be the best and final offer current shareholders will receive.
2 - Which is the best option to select: OPTION 1 —ALL-CASH ELECTION or OPTION 2 —HIGH YIELD FUND SUBSCRIPTION ELECTION and if Option 2 is selected which percentage of the Unit Election should be selected (refer to the Letter of Transmittal and Election Form).
3 - Reviewing the Management Information Circular, the High Yield Fund looks like the original Northern Properties REIT prior to the 2015 takeover of the True North Apartment REIT. Essentially it looks like Starlight Capital (Mr. Drimmer) is buying back what they sold in 2015. What is 5i's view on this?
4 - I noticed Credit Suisse Securities (Canada), Inc. has become a 9.95 % holder of NVU - do you think they are playing the arbitrage between their purchase price and the offer price?
Thank you

Q: Can you please comment on Riocan results and safety of dividend?

Q: I am only 2% invested in REITs with BPY.UN and FCR.UN but will add more with time and when some consistency returns to market. Looking at my US cash balance I should be taking advantage of this investment market in a 'sane' way for a retired person. I researched this company and from what I read, mainly from Morningstar, it looks fine for me given it is a US dividend aristocrat as of last February and does support my need for cash flow.

May I have your opinion on this company?

Thanks....

Q: Can you please provide your opinion on this stock at today’s price for a 2-3 year old. Yield is in the teens. Do you think they will cut and if they do you expect it to have a material negative impact on the stock or might that be factored in already

Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....

Q: If you had to choose one of them for long term income, which one would you prefer and why?

Q: Thoughts on DHI?

Q: Hello, what are a few REITs you like that have less commercial exposure but has been beaten up perhaps unfairly. I have made a decision to stay away from Calgary heavy/ commercial heavy REITS. But still looking for "value"

Thanks.

Q: Hi,
I am interested in DIR but not totally sure what qualifies as "industrial" / how affected it is from the economy. Is industrial mostly amazon type delivery stuff? I'm just trying to figure out how much COVID impacts DIR... because amazon/online shipping seems to be fine (other than people spending less due to having less money), but what other uses are industrial?

Would you suggest switching CSH (even at a loss) to DIR at this time?

Thank you as always

Q: The assisted living industry has been hit hard by the pandemic. Do you think this sector is going to face more issues and for investors, is it best to steer clear even though the baby boomer senior population in Canada is growing?
Between CSH.un and SIA, is one better than the other for 3 yrs hold and why? Or is it best to sell both names? Many thanks.

Q: Would you please provide your 3 favorite names in Canadian residential real estate reits and why. If bei.un is not on your list, please let me know why. Best regards.

Rob

Q: I'd like your opinion on the Canadian residential housing market, with respect to REITs. I invest in some REITs and I heard that the share prices of REITs have fallen far more than the underlying value of the houses or apartments that they own. But, there aren't very many sales going on right now in the real estate market, and this has me wondering if we're going to see a lot of properties hit the market (when things get back to "normal") because owners may now be strapped for cash.

Q: Hi group please comment on latest earning - is it a buy at this time?

Q: Ed Sonenberg Riocan chief who I think I is reasonably straight shooter said the market is discounting retail real estate too much. if this makes sense would Riocan with near 10 % yield make a reasonable buy ?

Q: Can you tell me your 2 favourite Industrial Reits in Canada and one in the US.

Thanks Valter

Q: Which industrial REITs (Canadian or US) are best positioned to ride the Amazon tail winds? Would WIR.UN be one of them? Which REIT would have the most exposure?
Thanks

Q: Current thoughts on the company? Security of dividend? (payout ration seems high) If you see a cut, how much would they cut it?
Do you view it as a BUY?

Q: I own REI.UN and SRU.UN

Today I noted, from my broker's notes, that although FCR.UN was able to collect 70% of the gross rents for the month of April, REI.Un and SRU.UN collected much less at 54% and 64% respectively.
Is it advisable to sell REI.UN and SRU.UN and buy FCR.UN ? Will this reduce risks related to Covis 19?
Thanks

Q: what are your suggested canadian reits for income and some growth?